Home | Coldrey Wealth

Coldrey Wealth Management offers a solution for everyone

Whether you need a guiding hand with investments and pensions, advice planning your retirement or looking to preserve your wealth for younger generations, we will ensure your finances and goals are perfectly aligned.

Plan

We’ll help you to get going with a financial plan that will serve as a foundation for the rest of your life.

Starting regular investments

Consolidating workplace pensions

Buying your first house or upsizing

School fees

Learn more

Prosper

You’ve worked hard and saved even harder, but there are still ways you can optimise your wealth. We’ll help you to:

Consolidate your pensions and investments

Invest for income

Prepare for retirement

Drawdown your pension

Learn more

Preserve

Now that everything’s settled, we can help you to prepare your estate and create a tax-efficient legacy.

Preserve and manage your wealth

Rationalise your savings and investments

Reduce Inheritance Tax

Gift money tax efficiently

Learn more

What makes us different?

An unpredictable economic climate, endless industry jargon and a vast number of choices available, how do you know whether you’re doing the right thing?

As fully independent financial advisers established over 20 years ago, we know every client is different and you need more than a "one size fits all" solution when making some of life's most important decisions

Our professional but relaxed approach is always focused on you, your goals and aspirations.

Take a look at our services here.

Our services